PLS Group Slides as Lithium Stocks Drop Even With Spodumene Price Up

Stock Market Today: Live Updates 27.07.2026

July 27, 2026


LIVEMarkets rolling coverageStarted: Updated:

BOQ (ASX: BOQ) shares hover at $6.48 as NIM and ROE trail sector

July 27, 2026, 5:20 AM EDT. Bank of Queensland (ASX: BOQ) is trading around $6.48. Its net interest margin is 1.56%, below the sector’s 1.78%. That means BOQ is making less from loans than rivals. Lending made up 93% of BOQ’s income last year. The bank’s return on equity is also lower at 4.7%, compared to the sector average of 9.35%. BOQ’s workplace culture scores at 2.6 out of 5 on Seek, short of the sector’s 3.1. Investors are using these numbers to weigh BOQ’s position in the banking market.

2 tools to value the Bank of Queensland Li…

BT Group (BT) Seen Up 15% by Mid-2027, Analysts Say

July 27, 2026, 5:19 AM EDT. BT Group Plc shares have swung this year, climbing to 240p and then slipping to 194p. Analysts now see the stock with a 12-month target of 224p, about 15% higher, and a P/E of 11.4, calling the shares fair value. Some point to increased free cash flow as fibre rollouts finish, plus cost cuts from automation and AI. Still, net debt is £20 billion and revenue isn’t expected to grow soon. BT is yielding 4.4%, but investors face a flat outlook and plenty of other UK stocks to consider while the market stays choppy.

By mid-2027, analysts expect the BT share …

Scottish Mortgage (LSE: SMT) drops after SpaceX stock slides; analysts debate case for buying

July 27, 2026, 5:18 AM EDT. Shares of Scottish Mortgage (LSE: SMT) have dropped more than 12% since the start of July. The move comes after SpaceX (NASDAQ: SPCX) shares fell 50%, hitting the trust hard since SpaceX makes up 25.7% of its assets. The FTSE 100-listed trust is still heavy on US tech names, including TSMC and Nvidia, and the selloff has ramped up worries over an AI bubble and tensions abroad. The Iran conflict sent oil above $100 a barrel, making investors nervous. Scottish Mortgage owns 101 stocks in total, and some analysts say it could be a buy if markets settle. But inflation and volatility are still key risks for anyone considering the stock.

Are Scottish Mortgage shares an unmissable…

Bank of England Keeps Rates at 3.75% as Oil Tops $100

July 27, 2026, 5:05 AM EDT. The Bank of England held its interest rate at 3.75% even with oil prices pushing past $100 a barrel. Energy prices have jumped after tensions rose between the U.S. and Iran, putting pressure on the central bank’s approach to borrowing costs. Analysts are watching to see if the Bank sticks to its plan without hiking rates as higher oil and gas prices feed inflation.

Bank of England to keep rate steady despit…

Shell (SHEL) Shares Up as Oil Tops $100 on Middle East Tensions

July 27, 2026, 5:04 AM EDT. Oil broke above $100 per barrel with rising Middle East tensions, lifting FTSE 100 heavyweight Shell (SHEL). Shares have climbed 23% in the past year as higher sales prices boosted upstream revenue, while production costs stayed firm and margins widened. Shell posted $17.2 billion in operating cash flow in Q1 2026 and $26.1 billion free cash flow for 2025. The company is paying a 3.26% dividend yield and continuing its buybacks. Still, Shell’s results typically show up with a one-to-two quarter lag from oil prices due to contract lags, a headwind for investors looking for quick upside. Shell shareholders remain watchful, with volatile prices and geopolitical risks clouding earnings visibility.

Oil back at $100 is great news for this FT…

SpaceX (SPCX), Rocket Lab (RKLB) Drop Nearly 50%, 57% From Highs

July 27, 2026, 5:03 AM EDT. SpaceX (SPCX) and Rocket Lab (RKLB) shares have fallen roughly 49% and 57% from their highs. SpaceX, last valued near $1.5 trillion, forecasts sales to jump 88% next year to $73.7 billion, lifted in part by possible AI contracts. But investors look cautious, insider selling could add pressure. Rocket Lab, with a market cap at $38 billion, is smaller and leans on launch and spacecraft components for growth. Some analysts say SpaceX could keep sliding before a bounce. Rocket Lab is seen as a play for longer-term gains. Anyone holding stocks in ISAs is being told to watch the volatility and think before buying in.

Down 49% and 57%, is it time to buy SpaceX…

Pathos Communications Rallies 8% After 31% H1 EBITDA Jump

July 27, 2026, 4:48 AM EDT. Shares of Pathos Communications Plc climbed 8% on Monday after the PR group posted a 31% gain in first-half adjusted EBITDA. The group reported stronger earnings as it kept up operational momentum in a tougher market. Adjusted EBITDA strips out some one-off items. Pathos showed better profitability for the period as the firm expanded its client base and brought in more revenue. The stock moved higher on the news as investors welcomed the latest numbers.

Pathos Communications reports sharp rise i…

BP, Shell Slide Leads Oil Producers Lower as Crude Falls

July 27, 2026, 4:47 AM EDT. BP PLC and Shell PLC led the drop for oil stocks in London on Monday after crude prices tumbled. Harbour Energy shares also fell sharply. Lower oil prices forced a fresh look at valuations for the sector. BP and Shell, the biggest names in the group, lagged as concerns over demand and supply stuck around. The move showed how shaky energy markets remain with global economic worries and uncertain geopolitics still in play.

BP, Shell and Harbour Energy led falls as …

SpaceX Races Rolls-Royce in 2026 Aerospace Stocks After Market Debut

July 27, 2026, 4:34 AM EDT. SpaceX has pushed past a $1.5 trillion market value after going public in June 2026, making a splash as a new heavyweight in aerospace stocks. Shares have swung widely, and the company is still posting losses. Rolls-Royce (LSE: RR.), a FTSE 100 staple, posted £20 billion revenue for 2025 along with £3.27 billion in free cash flow. The company brought back its dividend and set a £7-9 billion buyback. Rolls trades at a £113.6 billion cap, with some analysts seeing the stock reaching 1,870p. The choice for investors is clear-cut: Rolls-Royce brings steady earnings and cash, plus dividends, with the usual cycles tied to civil aerospace. SpaceX is the high-octane growth story, betting everything on scale and delivery. For the sector, it comes down to faith in big growth valuations or staying with proven cash and payout.

Rolls-Royce vs SpaceX: which aerospace gia…

ASX Jumps After Signs of US-Iran Ceasefire Hit Oil Prices

July 27, 2026, 4:33 AM EDT. The ASX rallied after reports of an informal US-Iran ceasefire pushed oil prices lower. The truce talk lifted investor mood and sent equities higher. Weaker oil prices tend to cool inflation worries and markets caught that quickly. Traders moved fast on the news, betting on fewer conflict risks. International headlines kept driving the market, hitting energy and stocks together.

ASX soars amid fragile peace deal

Shell picks up more shares in London buyback push

July 27, 2026, 4:32 AM EDT. Shell plc bought back 70,010 shares on the London Stock Exchange as part of its ongoing buy-back program. The company said it’s sticking with its plan to return value to shareholders while it works through a shifting energy sector. Shell said buy-backs play into its capital strategy and shareholder returns.

Shell Continues Share Buy-Back Programme W…

FTSE 100 Near 5-Month High as Tensions Cool, Shell and BP Weigh

July 27, 2026, 4:21 AM EDT. The FTSE 100 climbed 0.5% Monday, trading at levels not seen since early March as some calm in US-Iran relations put a hold on military moves and sent Brent crude under $91. Shell slipped 2% and BP dropped 3.5%, pulling back as energy names lagged. HSBC added 0.5%, Rolls-Royce rose nearly 2%, Rio Tinto gained 2.2%, Unilever ticked up 0.5% and GSK rose 1.2%. AstraZeneca advanced 1.5% after beating Q2 earnings and sticking to its full-year outlook and 2030 goals. The market took some encouragement from the easing tensions but oil stocks kept gains in check.

FTSE 100 Rises to Near 5-Month High

ASX 200 Jumps as Oil Drops; Gold, Mining, Tech Up, STO and WDS Lag

July 27, 2026, 4:20 AM EDT. The ASX 200 jumped Wednesday after oil prices tumbled, helping lift gold, miners, and tech stocks. Cheaper oil cut input costs for resource names. But STO and WDS shares fell, holding back the wider market. Investors moved on volatile commodity prices swinging Australia’s index. With oil plunging, defensive and growth stocks caught a bid, while energy names took a hit. The split showed how quickly the market reacts to moves in commodity prices and company news.

Evening Wrap: ASX 200 soars as oil price c…

ASX 200 up 1.4% as oil drops, services PMI jumps

Stock Market Today: Live Updates 27.07.2026

July 27, 2026, 4:19 AM EDT. The ASX 200 climbed 1.4% to 8,894 on July 27, 2026, lifted by gains in U.S. futures and weaker oil prices after tensions eased. Services PMI showed its fastest growth in half a year, and factory output stayed strong. Every sector traded higher, with tech and commercial services stocks doing well. Capricorn Metals led the index as gold reserves jumped 33%. Big banks added between 1.1% and 1.5%. Traders stayed wary ahead of fresh inflation numbers, still watching price pressure. Pilbara Minerals, the lithium miner, is down 1.39% year-to-date even though demand for green tech helped its results.

Stock Market Today: Live Updates 27.07.202…

FICO UK Credit Card Market Report May 2026: Late Payments Climb as Financial Pressure Mounts

July 27, 2026, 4:18 AM EDT. The new FICO UK Credit Card Market Report for May 2026 shows post-Easter spending and repayment trends tracking seasonal norms. But new delinquency figures point to an uptick in late payments, with the hardest-hit UK consumers coming under more strain. Analysts say the rise in delinquencies could be a sign of wider credit trouble, putting pressure on both lenders and borrowers while economic uncertainty continues.

FICO UK Credit Card Market Report: May 202…

Tata Steel UK flags risks to jobs, industry if UK-India trade deal allows steel dumping

July 27, 2026, 4:17 AM EDT. Tata Steel UK says a trade deal between the UK and India could open up Britain to cheap steel from Asia, putting local steelmakers under pressure and British jobs at risk. The company warned the UK could become a dumping ground for surplus steel, calling on the government to keep trade policy in line with support for UK industry and jobs.

Free trade at crossroads? Tata Steel’s UK …

Shearwater Group Jumps 15% After Upgrading 2026 Outlook, Mulls Buybacks

July 27, 2026, 4:16 AM EDT. Shares of Shearwater Group climbed 15% as the cybersecurity firm hiked its 2026 revenue guidance to £42 million, meaning a 33% increase over last year, and lifted adjusted EBITDA forecast to £2.5 million, up 41%. The company pointed to strong second-half trading and new contract wins, delivering another year of solid growth. Net cash moved up to £5.6 million from £5.1 million. The board is calling a general meeting for approvals to reallocate capital – which could open the door for buybacks or a dividend. CEO Phil Higgins said demand is up as cyber threats rise, helping drive momentum and strengthen Shearwater’s position in the market.

Shearwater shares rise as full-year guidan…

ASX 200 Jumps 1.4% as Oil Dips, U.S. Futures Advance; Services PMI Hits 6-Month High

July 27, 2026, 4:04 AM EDT. ASX 200 added 1.4% to 8,894, up 122 points, pushed higher by gains in U.S. futures and lower oil after geopolitical risks eased. Australia’s flash PMI showed the fastest services growth in six months, and factory output had its best run of the year. China’s industrial profits saw an 18.7% year-on-year jump for the first half. Every sector traded up, with tech, commercial services, non-energy minerals, and process industries ahead. Capricorn Metals soared 14.3% after boosting gold reserves by 33%. Big banks put on between 1.1%-1.5%. BHP, Goodman Group, Aristocrat Leisure, and Evolution Mining also posted gains. But investors are still wary heading into the inflation readout as price pressure worries linger.

ASX 200 Jumps 1.4% as Geopolitical Tension…

Pilbara Minerals drops 1.39% YTD; 6 metrics to watch

July 27, 2026, 4:03 AM EDT. Pilbara Minerals Ltd shares are down 1.39% year-to-date. The miner owns the Pilgangoora lithium site and sells spodumene concentrate to buyers like Great Wall and POSCO. Annual revenue sits at $1.254 billion and the 3-year CAGR is 92.5%. Gross margin is at 42.2%. FY24 net profit hit $257 million, after swinging from a loss. The balance sheet shows net debt at negative $1.071 billion, which means cash outweighs debt. Debt/equity sits at 17.1%. Return on equity comes in at 7.7%. As lithium demand ties to green tech, PLS’s results are shaped by shifting commodity prices.

6 key numbers to value PLS shares

Gratifii Ltd seeks ASX listing for 5.48m new shares

July 27, 2026, 4:02 AM EDT. Gratifii Ltd has asked the Australian Securities Exchange to quote 5.48 million new fully paid ordinary shares. The company is looking to boost its capital base with the issue. The new shares will lift issued capital if ASX gives the go-ahead, which could affect liquidity and the mix of shareholders.

Gratifii Seeks ASX Quotation for 5.48 Mill…

Four Corners Uncovers Food Mislabeling, Weak Checks Across Australia

July 27, 2026, 4:01 AM EDT. Food mislabeling is more widespread in Australia than previously reported, according to a Four Corners investigation. The program found mislabeling across cage-free eggs, seafood, spices, and spirits. Forensic testing showed many products did not hold up under country-of-origin verification, which has shaken consumer trust. Border checks still turn up contaminants like arsenic and listeria, but only a small fraction of imports are checked and inspection rates have dropped since 2019. Honey is the only imported food regularly screened for adulteration, revealing a gap in oversight as global food fraud is climbing. Source Certain, a forensic lab that works with law enforcement, ran anonymous tests-including on Leggo’s tomato paste, where 80% of samples failed origin checks. The findings leave lingering questions about how well Australia is policing its food safety rules.

From eggs to seafood to spices and spirits…

Mateusz Brzeziński

Mateusz Brzeziński is a financial and technology journalist at Bez-kabli.pl, covering stocks, artificial intelligence, semiconductors and global market developments. He graduated from the Prague University of Economics and Business in the Czech Republic and previously worked in financial analysis before moving into business journalism. His reporting focuses on the companies, technologies and market trends shaping the global economy.

Stock Market Today

  • BOQ (ASX: BOQ) shares hover at $6.48 as NIM and ROE trail sector
    July 27, 2026, 5:20 AM EDT. Bank of Queensland (ASX: BOQ) is trading around $6.48. Its net interest margin is 1.56%, below the sector's 1.78%. That means BOQ is making less from loans than rivals. Lending made up 93% of BOQ's income last year. The bank's return on equity is also lower at 4.7%, compared to the sector average of 9.35%. BOQ's workplace culture scores at 2.6 out of 5 on Seek, short of the sector's 3.1. Investors are using these numbers to weigh BOQ's position in the banking market.